Mokosak Advisory Group’s Vanguard Growth ETF VUG Stock Holding History

Mokosak Advisory Group’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,538	Closed	-$206K	–	39
2025 Q4	$206K	Buy	2,538 +6	+0.2%	+$487	0.05%	37
2025 Q3	$203K	Buy	+2,532	New	+$193K	0.05%	37
2021 Q1	–	Sell	-7,080	Closed	-$299K	–	23
2020 Q4	$299K	Sell	7,080 -456	-6%	-$18.2K	0.14%	20
2020 Q3	$286K	Buy	7,536 +1,224	+19%	+$45.2K	0.16%	18
2020 Q2	$213K	Buy	+6,312	New	+$194K	0.13%	21
2019 Q1	–	Sell	-14,190	Closed	-$317K	–	24
2018 Q4	$317K	Buy	+14,190	New	+$344K	0.25%	20

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mokosak Advisory Group's VUG Position: Q1 2026 in Review

Mokosak Advisory Group sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,538 shares — an estimated $206K sold.

Mokosak Advisory Group first reported a position in VUG in Q4 2018 and held it in 6 quarters. The position peaked at $317K in Q4 2018. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Mokosak Advisory Group reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
Mokosak Advisory Group sold 2,538 Vanguard Growth ETF shares in Q1 2026, an estimated $206K.
Mokosak Advisory Group first reported a position in Vanguard Growth ETF in Q4 2018 and held it in 6 quarters.
Mokosak Advisory Group's Vanguard Growth ETF position peaked at $317K in Q4 2018.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.